Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,150 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,645 | $59,535-6.5% | $90,161-38.3% | $62,293-10.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.20% | 23.53%-1.3pp | 34.89%-12.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $4,632 | $1,826+153.7% | $3,318+39.6% | $2,042+126.8% |
| Participant deferral / active EE | $6,249 | $4,639+34.7% | $5,287+18.2% | $3,169+97.2% |
| Admin fee / account holder | $96 | $337-71.4% | $5,943-98.4% | $479-79.9% |